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Rodney “Rod” C. Zeeb, JD, HDP™, is a dynamic and sought-after speaker known for his engaging and insightful presentations at professional conferences and family-focused events. With a wealth of experience working alongside both families and the professionals who support them, Rod brings a unique blend of wisdom, humor, and real-world expertise to every stage. His passion for helping others navigate the complexities of family dynamics and legacy planning makes him not just a speaker, but an inspiring guide, empowering audiences with knowledge and practical strategies to build lasting success across generations.
Rod has over three decades of experience in estate planning, charitable planning, and multigenerational wealth transfer and is recognized internationally for his contributions to the field. Among the major national conferences and events Rod has spoken to are Pershing’s INSITE Conference, MDRT, NAIFA, Kingdom Advisors, Securities Industries and Financial Markets Associations (SIFMA), NAPFA, United Way of America National de Tocqueville Conference, FPA (national and regional groups), International Association of Advisors in Philanthropy, National Association of Charitable Gift Planners, and many others and he typically receives the highest speaker evaluations.
Rod is the host of the “Trusted Advisor” podcast, speaks on issues related to multi-generational planning, is the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship,and co-author of the novelWhat Matters.
2026.05 - 63rd Annual Spring Seminar - The Estate Planning Council of Northeast Wisconsin | Green Bay, WI
2026.05 - 3rd Annual Mastering Multigenerational Wealth Conference | Frisco, TX
2026.03 - AFHE Spring Conference | Atlanta, GA
2025.10 - 2nd Annual Mastering Multigenerational Wealth Conference | Orlando, FL
2025.07 - Purposeful Planning Institute’s 2025 Rendezvous | Topic: Moving Beyond Flat to Rising Gen Up | Denver, CO
2025.06 - The Jewish Federation of Sarasota-Manatee | Topic: TBD | Sarasota, FL
2025.05 - Gulf Coast Community Foundation Donor Appreciation Dinner
2025.03 -Griggs Wealth Management Client Event | Topic: Preparing Your Children & Grandchildren to Protect, Manage, and Grow the Inheritance They Will Receive | Denver, CO
2025.02 - 2025 AIP (Advisors in Philanthropy) | Topic: Elevating Beneficiary Well-Being: A Shift from Distribution to Empowerment-Centered Planning
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With a style similar to your most trusted friend and confidant, Lori has been working together with families for over twenty-five years. She serves individuals and families who desire to keep their families strong and in harmony. Lori also facilitates family meetings focused on enhancing leadership, identifying common family values and purpose, and establishing systematic intentional traditions for successful family transitions from generation to generation.
Lori works with first generation wealth creators and their other trusted professionals to design and implement effective strategies for their family’s future, while guiding the second and third generation wealth receivers as they navigate new opportunities provided by the family’s wealth. Lori enjoys working with clients who understand “it’s always a good day to invest in their family.”
Lori’s speaking engagements include local and national events including the International Association of Advisors in Philanthropy (AiP), Purposeful Planning Institute (PPI), Attorneys for Family Held Enterprises (AFHE), Financial Planning Association (FPA) of Northeast Wisconsin, Estate Planning Councils, Wausau CE Symposium, Keller Williams Real Estate Group, Fox Valley Senior Resource Network, Women & Investing, First Global WIN, and other organizations who have enjoyed her interactive and engaging presentations.
Lori is the author of several white papers on the topic of multigenerational wealth transitions and the co-author of the book, un-Prepared: Heirs at Risk - 14 Elements of Successful Wealth Transfer.
We’d love the opportunity to connect. Let’s start a conversation and explore how we can bring value to your next event.